DIREXION SHS ETF TR WFH
WORK FROM HOME · ETP · CUSIP 25460G773
21
institutional holders
-1 vs Q1 2023
179.1k
shares reported held*
$8.8mreported value*
3 new
3 added
6 reduced
4 sold out
net sold ≈ $253.1k (-5.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $49.28.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 30 |
| Q4 2022 | 28 |
| Q1 2023 | 22 |
| Q2 2023 | 21 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 10 | 16 |
| Q1 2023 | 7 | 17 |
| Q2 2023 | 6 | 10 |
Biggest buyers
| Virtu Financial LLC | Added | +13.8k |
| ROYAL BANK OF CANADA | Added | +2.3k |
| Larson Financial Group LLC | New | +84 |
| Tradition Wealth Management, LLC | Added | +61 |
| Archer Investment Corp | New | +46 |
| Horan Securities, Inc. | New | +25 |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -14.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.7k |
| UBS Group AG | Reduced | -1.6k |
| Belpointe Asset Management LLC | Sold out | -1.2k |
| OSAIC HOLDINGS, INC. | Reduced | -888 |
| MCMILLION CAPITAL MANAGEMENT INC | Reduced | -825 |
| BANK OF AMERICA CORP /DE/ | Reduced | -633 |
| LPL Financial LLC | Reduced | -282 |
| NewEdge Advisors, LLC | Sold out | -150 |
| PNC Financial Services Group, Inc. | Sold out | -85 |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Tradition Wealth Management, LLC 0.55% of their portfolio | 95.0k $4.7m | Added +61 |
| Virtu Financial LLC 0.09% of their portfolio | 25.0k $1.2m | Added +13.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.7k $973.1k | Reduced -1.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 13.9k $684.0k | Added +2.3k |
| LPL Financial LLC 0.00% of their portfolio | 8.2k $402.7k | Reduced -282 |
| Vontobel Holding Ltd. 0.00% of their portfolio | 6.9k $341.0k | Unchanged |
| MCMILLION CAPITAL MANAGEMENT INC 0.27% of their portfolio | 6.2k $303.5k | Reduced -825 |
| UBS Group AG 0.00% of their portfolio | 1.3k $63.3k | Reduced -1.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.3k $63.2k | Reduced -888 |
| Concord Wealth Partners 0.00% of their portfolio | 351 $17.3k | Unchanged |
| Cutler Group LLC / CA 0.00% of their portfolio | 300 $14.0k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 245 $12.1k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 218 $11.0k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 106 $5.2k | Reduced -633 |
| Parallel Advisors, LLC 0.00% of their portfolio | 100 $4.9k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 84 $4.1k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 50 $2.5k | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 46 $2.3k | New |
| Horan Securities, Inc. 0.00% of their portfolio | 25 $1.2k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 10 $487 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |